Custy Tailor : the full web brokerage software that grows with your firm.
100% online, mobile, no installation. You start at the right level and scale up as you grow.
Tailor is not a fixed product, it is a range. CRM, premium billing, claims, compliance: you choose the scope that suits your business today, and you grow your tool without ever having to change it. Accessible anywhere, from a simple browser.
100% web. Zero installation.
Up and running anywhere, straight away.
At the office, at the client’s, on the move: Tailor goes with you.
WHO IT IS FOR
Who is the Tailor software for? All brokers, whatever their administration model.
Brokers without delegated premium collection → Tailor One
You want to structure your client relationship and your sales activity. The business CRM that brings order to your pipeline.
Traditional brokers → Tailor Essentielle
You manage premium billing (delegated and/or non-delegated collection) and claims. The entire essential back office, online.
Key accounts and delegated authority holders → Tailor Délégation
You have advanced needs for configuration, pricing and customisation. Power, without leaving the web.
Are your delegated authority needs very advanced, and are you looking for the richest and most proven back office? Discover Custy Adhoc, our reference solution.
YOUR REALITY
Rigid brokerage software ends up holding back your growth.
You should not have to choose between a tool that is too light today and one that is too heavy tomorrow. Tailor removes that dilemma.
Installed software, stuck in the office
A client meeting, a quote to finalise in the field, and everything waits until you get back. Mobility is no longer an option, it is a standard.
A tool to replace at every new stage
You grow, your software doesn’t keep up, and you are off on another migration. Changing tools every three years wears teams out.
A scattered client relationship
Contacts in one file, exchanges in emails, quotes somewhere else. Impossible to get a clear view of your sales activity.
Infrastructure to manage yourself
Servers, backups, updates, security: so much time and risk that you should not have to carry.
Third-party tools that ignore each other
Document management, electronic signature, insurers, wholesalers: when nothing communicates, everything gets re-keyed.
No real-time management
Prospects to follow up, conversion rates, active policies, premiums: without a dashboard, you are steering blind.
WHAT TAILOR CHANGES
The online brokerage software
that adapts to you, not the other way round.
Tailor brings your business together in a single platform, accessible anywhere, that grows at your pace. You move forward, it follows.
Complete mobility
Full web and responsive, zero installation. PC, tablet, smartphone: your teams are operational immediately, wherever they are.
A solution that grows with you
The One → Essentielle → Délégation range supports you at every stage. You move up a level without changing tools or reorganising your firm.
Security and openness
API-first architecture, isolated environment per company, strong authentication, encryption and audit logs. You gain peace of mind, not complexity.
FUNCTIONAL COVERAGE
What the Tailor software covers,
version by version.
Each level includes and enriches the previous one. You only pay for what you need, and you unlock the rest when the time comes.
Tailor One: the CRM for brokers without delegated premium collection
Prospects, clients and contacts in a single record (contact details, qualifications, consents, custom fields). Full interaction history, quote and policy creation journeys, standard risk forms (motor, home, legal expenses). Sales pipeline and advice obligations, built-in document management, everyday tools (letters, emails, SMS, tasks, reminders, query tool). Collection of commission on non-delegated premiums. AML/CFT compliance, asset freezing, beneficial owners, GDPR and complaints. Sales dashboards.
Tailor Essentielle: for traditional brokers
Everything in Tailor One, plus premium billing and claims management. Delegated and/or non-delegated premium collection (cash premiums, premium bordereaux / EDI, collections). Complete claims management: opening, investigation, settlements and recoveries. Enriched policies, general accounting (introducer commissions, remittances to insurers, electronic invoices, SEPA and rejections), review tracking and E-révision interface, electronic signature and EDICourtage Message (500 to 504), policyholder and introducer extranets.
Tailor Délégation: for key accounts and delegated authority holders
Everything in Tailor Essentielle, plus the configuration power expected by the most demanding players. Multi-company, multilingual, multi-currency. Product designer (pricing, cover options, automatic acceptance criteria, risk screens, co-insurance), advanced configuration (business rules, accounting schemes, approval workflows), delegated financial management (limits, funds and retentions, manager approvals, disbursements, re-invoicing of subsidiaries), task automation and industrialisation (configuration import/export, external output and document management).
A user experience designed for brokerage
Smart home screen: latest files as tiles, today’s and overdue tasks, upcoming renewals, compliance alerts. Smooth, connected navigation, data-entry assistants guided by file type, dashboards and business KPIs (prospects to follow up, conversion rates, active or suspended policies, premium tracking).
Wondering how AI will change your day-to-day work? Read our article “How does AI fit into the daily lives of insurance brokers?”
OPENNESS & ECOSYSTEM
SaaS, APIs and security: an open, scalable brokerage platform.
Tailor is designed to integrate with your ecosystem and grow with your volumes, without you having to manage the technical side.
Full web / multi-device SaaS
Access anywhere, on PC, tablet and smartphone. Zero installation, zero infrastructure to manage.
Modular and API-first
Business rules separated from the front end. Interoperability with your third-party tools (document management, output management, CRM, electronic signature, expert assignments) and easier integration with insurers and wholesalers via market standards.
Multi-tenant and isolation
A dedicated environment per company, separate databases: complete isolation of data and processing.
Best-in-class security
Strong authentication (SSO), encryption and secrets management, advanced role-based user rights, audit and traceability logs.
Scalability
Containerised, orchestrated infrastructure: the more files you manage, the more the solution keeps up.
Open to AI
Data-entry assistants, help filling in forms from documents, inconsistency detection, claims scoring and advanced reporting.
They trust us
+1 700 brokerage firms
have chosen Custy.
Let's find the version
of Tailor that is right for you.
A 30-minute demonstration. We start from your business and your administration model, and recommend the right starting point in the range.
No overselling, just what you need, today and for the future.
FAQ
Frequently asked questions about the Tailor software.
Which version of Tailor should I choose: One, Essentielle or Délégation?
It depends on your administration model. Tailor One suits brokers without delegated premium collection who want to manage their client relationship and sales activity. Tailor Essentielle adds premium billing and claims, for traditional brokers. Tailor Délégation provides the advanced configuration and customisation expected by key accounts and delegated authority holders. Each level includes the previous one: you never change tools, you move up a version.
What is the difference between Tailor and Adhoc?
Can Tailor be used on the move and remotely?
Can I change version when my firm grows?
How is my data secured and isolated in SaaS?
Does Tailor handle AML/CFT, GDPR compliance and IDD advice obligations?
A question not covered here?